Finance Score: 0

Governance Score: 6

Support Score: 12

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +12

Overall GiG Score: 18

ESMEE FAIRBAIRN FOUNDATION

We are one of the largest independent foundations in the UK. Our primary interests are in the arts, children and young people, the environment and social change.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 5.4% of total funds
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£8,416	£66,525	£-58,109	£628	£1,242,224	£1,242,224	224.1	39	0
31/12/22	£7,209	£44,422	£-37,213	£587	£1,268,306	£1,268,306	342.6	38	0
31/12/21	£5,077	£58,437	£-53,360	£532	£1,445,829	£1,445,829	296.9	36	0
31/12/20	£4,790	£59,827	£-55,037	£579	£1,142,354	£1,142,354	229.1	32	0
31/12/19	£7,850	£41,972	£-34,122	£579	£1,071,000	£1,071,000	306.2	32	0
31/12/18	£5,734	£46,621	£-40,887	£596	£997,318	£997,318	256.7	29	0
31/12/17	£6,117	£46,377	£-40,260	£595	£996,898	£996,898	257.9	28	0
31/12/16	£5,344	£48,015	£-42,671	£525	£971,008	£971,008	242.7	27	0
31/12/15	£4,954	£40,185	£-35,231	£0	£876,198	£876,198	261.6	29	0
31/12/14	£6,570	£42,470	£-35,900	£296	£836,675	£836,675	236.4	27	0
31/12/13	£8,948	£39,370	£-30,422	£287	£801,674	£801,674	244.4	26	0
31/12/12	£11,952	£37,088	£-25,136	£286	£779,602	£779,602	252.2	24	0
31/12/11	£12,205	£43,967	£-31,762	£290	£776,054	£776,054	211.8	22	0
31/12/10	£10,606	£32,027	£-21,421	£268	£852,311	£852,311	319.3	22	0
31/12/09	£11,729	£27,956	£-16,227	£270	£795,678	£795,678	341.5	22	0
31/12/08	£32,006	£28,015	£3,991	£291	£724,804	£724,804	310.5	22	0
31/12/07	£35,980	£29,099	£6,881	£225	£937,754	£937,754	386.7	21	0
31/12/06	£36,951	£38,435	£-1,484	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£39,201	£40,473	£-1,272	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£30,572	£31,495	£-923	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 5%
Liabilities/Income: 776%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 224.1 months
Net Current Assets/Spending: -6 months
Quick Ratio: 0.1

Asset Split ?

Balance Sheet History

Established: 64 years

www.esmeefairbairn.org.uk

info@esmeefairbairn.org.uk

02078123700

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides buildings/facilities/open space
Provides other finance

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Paul Hamlyn Foundation	£1,000,000
Tudor Trust	£480,000
Lankelly Chase Foundation	£400,000
National Lottery Heritage Fund	£250,000
The Aim Foundation	£100,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Esmee Fairbairn Foundation
£250,000	12/08/2022	Investment Ready Nature in Scotland
The Aim Foundation - Grant to Esmee Fairbairn Foundation
£100,000	31/01/2022 12	Environment Finance Learning Fund
Paul Hamlyn Foundation - LocalMotion – a place-based funders consortium
£1,000,000	16/12/2021 24	LocalMotion is a joint initiative by six funders to support communities in a more radical, joined-up way. The funders consortium – made up of Paul Hamlyn Foundation, Lloyds Bank Foundation, Tudor Trust, Esmée Fairbairn Foundation, City Bridge ....more LocalMotion is a joint initiative by six funders to support communities in a more radical, joined-up way. The funders consortium – made up of Paul Hamlyn Foundation, Lloyds Bank Foundation, Tudor Trust, Esmée Fairbairn Foundation, City Bridge Trust and Lankelly Chase Foundation – will support LocalMotion to work with local partners who want to find solutions to the social and environmental issues on their doorstep. This grant supports the development phase of the consortium, identifying partners and priorities in six local places across England and Wales.
Lankelly Chase Foundation - Grant to Esmee Fairbairn Foundation - LocalMotion
£400,000	09/07/2021	Esmee Fairbairn Foundation - LocalMotion
Tudor Trust - Grant to Esmee Fairbairn Foundation
£480,000	07/07/2021 24	over two years towards the development phase of LocalMotion: working with six places and six foundations to achieve systematic change through collaborative philanthropy based on local communities' priorities
Department for Environment, Food and Rural Affairs - Innovative approaches to financing environmental enhancements Testing New Models
£149,318	01/04/2019	Innovative approaches to financing environmental enhancement - Testing New Models
Department for Environment, Food and Rural Affairs - Innovative approaches to financing environmental enhancements Testing New Models
£160,000	01/04/2019	Innovative approaches to financing environmental enhancement - Testing New Models
Esmee Fairbairn - Grant to British Library
£53,433	16/02/2011	Towards the costs of the Preservation Advisory Centre, which supports libraries and archives in the UK to preserve their collections effectively.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

BEATRICE HANNAH MILLICENT HOLLOND (Chair) Appointed: 2009

DAME CLARE MORIARTY Appointed: 2023

DR WANDA WYPORSKA Appointed: 2021

EDWARD BONHAM CARTER Appointed: 2017

ELEANOR UPDALE Appointed: 2014

ELSPETH JONES Appointed: 2023

GAUTHAM RADHAKRISHNAN Appointed: 2024

JOE DOCHERTY Appointed: 2013

JOHN H M FAIRBAIRN Appointed: 2011

MARY ANN SIEGHART Appointed: 2023

PROFESSOR CLAIRE ELICE ALEXANDER Appointed: 2021

PROFESSOR DAVID HILL Appointed: 2017

Legal constitution

Charity registered in England & Wales on 07/06/1961, number: 200051

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

ESMEE FAIRBAIRN FOUNDATION
6th FLOOR
210 PENTONVILLE ROAD
LONDON
N1 9JY

Objectives

TO FURTHER SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

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